BFO
PDX

Biltmore Family Office’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Biltmore Family Office’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,000
Closed -$129K – 234
2021
Q4 		$129K Buy
+10,000
New +$131K 0.02% 193

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SCM
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PAIM
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PPA
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Biltmore Family Office's PDX Position: Q1 2022 in Review

Biltmore Family Office sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2022, closing a stake of 10,000 shares — an estimated $129K sold.

Biltmore Family Office first reported a position in PDX in Q4 2021 and held it in 1 quarter. The position peaked at $129K in Q4 2021. 60 funds tracked by Wall St. Rank hold PDX as of Q1 2022.

  • Biltmore Family Office reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q1 2022 after selling out during the quarter.
  • Biltmore Family Office sold 10,000 PIMCO Dynamic Income Strategy Fund shares in Q1 2022, an estimated $129K.
  • Biltmore Family Office first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2021 and held it in 1 quarter.
  • Biltmore Family Office's PIMCO Dynamic Income Strategy Fund position peaked at $129K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2022.

Based on Biltmore Family Office's 13F filing for Q1 2022, filed 12 May 2022.